Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WLDR 5.88%
2 FCUS 4.28%
3 IDAT 3.86%
4 UTRN 3.66%
5 NEWZ 3.54%
6 RNDV 3.35%
7 FCLD 3.28%
8 QQJG 3.11%
9 BOUT 3.11%
10 SPDV 2.91%
11 BKC 2.76%
12 RYJ 2.59%
13 PTF 2.56%
14 SDOG 2.45%
15 UPGD 2.36%
16 QQQN 2.12%
17 QQQJ 1.93%
18 SPYD 1.89%
19 PVAL 1.89%
20 DVYL 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.74M (13.57%) 769.01K
Increased by +2.68%
Mar 31, 25
2 JPMorgan Chase & Co 18.92M (8.93%) 2.16M
Increased by +11.42%
Mar 31, 25
3 Sanders Capital, LLC 18.32M (8.64%) 1.79M
Increased by +9.75%
Mar 31, 25
4 Capital Research Global Investors 15.55M (7.34%) -69.87K
Decreased by -0.45%
Mar 31, 25
5 BlackRock Inc 13.49M (6.36%) -78.61K
Decreased by -0.58%
Mar 31, 25
6 Franklin Resources Inc 8.61M (4.07%) 6.73M
Increased by +78.18%
Mar 31, 25
7 State Street Corp 8.57M (4.04%) -137.73K
Decreased by -1.61%
Mar 31, 25
8 State Street Corporation 7.85M (3.70%) -1.72M
Decreased by -21.87%
Mar 31, 24
9 Valueact Holdings, L.p. 7.69M (3.63%) -5.75M
Decreased by -74.80%
Sep 30, 23
10 FMR Inc 6.85M (3.23%) 193.66K
Increased by +2.83%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 5.49M (2.59%) 896.30K
Increased by +16.34%
Mar 31, 25
12 Geode Capital Management, LLC 4.48M (2.12%) 186.30K
Increased by +4.16%
Mar 31, 25
13 Bank of America Corp 4.04M (1.91%) -598.37K
Decreased by -14.79%
Mar 31, 25
14 Wellington Management Company LLP 4.01M (1.89%) -334.41K
Decreased by -8.35%
Mar 31, 24
15 Slate Path Capital LP 3.44M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 3.15M (1.49%) -352.66K
Decreased by -11.19%
Sep 30, 24
17 Amvescap Plc. 2.86M (1.35%) 99.88K
Increased by +3.49%
Mar 31, 25
18 Goldman Sachs Group Inc 2.33M (1.10%) -1.50M
Decreased by -64.45%
Dec 31, 24
19 NORGES BANK 2.21M (1.04%) 459.64K
Increased by +20.78%
Dec 31, 23
20 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.80M (3.21%) 6.61K
Increased by +0.10%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.64M (3.13%) 5.13K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.02M (2.84%) 42.35K
Increased by +0.70%
May 31, 25
4 Fidelity® Low-Priced Stock 5.05M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 4.65M (2.19%) 43.85K
Increased by +0.94%
May 31, 25
6 American Funds Income Fund of Amer A 4.36M (2.06%) -208.21K
Decreased by -4.77%
Mar 31, 25
7 JPMorgan Equity Income I 4.11M (1.94%) -191.68K
Decreased by -4.66%
May 31, 25
8 JPM US Equity Income-MA 4.10M (1.94%) 4.10M
Increased by +99.90%
Sep 30, 23
9 Vanguard Windsor™ II Inv 3.96M (1.87%) 159.08K
Increased by +4.02%
Mar 31, 25
10 JPM US Equity Income-Composite 3.77M (1.78%) -249.54K
Decreased by -6.63%
Jun 30, 25
11 Putnam Large Cap Value A 3.72M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
12 Putnam US Large Cap Value Equity 3.72M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
13 AZ InvestEd Ivy Science & Tech E 3.51M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
14 Macquarie Science and Technology C 3.51M (1.66%) 0.00
Increased by 0.00%
May 31, 25
15 Macquarie Science and Technology 3.35M (1.58%) -168.89K
Decreased by -5.05%
Jun 30, 25
16 Delaware Ivy Science and Technology C 3.26M (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
17 Ivy Science/Technology Composite 3.26M (1.54%) -22.63K
Decreased by -0.69%
Sep 30, 24
18 Fidelity Global Technology A-Dis-EUR 3.13M (1.48%) 3.13M
Increased by +100.00%
Apr 30, 25
19 Fidelity 500 Index 2.67M (1.26%) 11.60K
Increased by +0.43%
May 31, 25
20 SPDR® S&P 500 ETF 2.62M (1.24%) -38.44K
Decreased by -1.46%
Mar 31, 25